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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,711 | $78,425-3.5% | $95,956-21.1% | $79,858-5.2% |
| Participation rate | 78.3% | 73.5%+4.8pp | 77.1%+1.2pp | 69.6%+8.6pp |
| Annual return | 19.09% | 19.37%-0.3pp | 91.63%-72.5pp | 31.72%-12.6pp |
| Employer contribution / active EE | $2,064 | $1,945+6.1% | $2,541-18.8% | $2,471-16.4% |
| Participant deferral / active EE | $4,570 | $3,440+32.9% | $4,167+9.7% | $3,740+22.2% |
| Admin fee / account holder | $2,946 | $5,622-47.6% | $6,797-56.7% | $5,306-44.5% |